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Infrastructure & Construction

Infrastructure covers the roads, bridges, ports, pipes, and public buildings everything else runs on, funded in long political cycles rather than by the market. Aggregates, cement, and engineering capacity are the usual constraints.

127 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
1976
CK
Carnick & Kubik
Colorado
$231K -$181K 1 0.15% Reduced
1977
SIM
Sterling Investment Management
Arizona
$231K -$349K 1 0.2% Reduced
1978
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$230K -$5.03K 1 0.03% Reduced
1979
FNB
First Niagara Bank
New York
$230K -$402K 1 0.06% Reduced
1980
Global X Management Company
Global X Management Company
New York
$230K -$82.3K 12 0.02% Reduced
1981
HL
HeadInvest LLC
Maine
$230K -$62.3K 1 0.09% Reduced
1982
WCM
Windsor Capital Management
Arizona
$230K +$1.34K 1 0.14% Increased
1983
ACP
Aviance Capital Partners
Florida
$229K -$92.9K 1 0.08% Reduced
1984
Birch Hill Investment Advisors
Birch Hill Investment Advisors
Massachusetts
$229K $0 1 0.02% Maintained
1985
KB
Kimelman & Baird
New York
$229K +$232K 1 0.04% New
1986
BHBT
Burke & Herbert Bank & Trust
Virginia
$228K +$232K 1 0.24% New
1987
Loews Corp
Loews Corp
New York
$228K -$187K 1 0% Reduced
1988
BRWM
B. Riley Wealth Management
Tennessee
$227K +$16.1K 1 0.29% Increased
1989
Prospera Financial Services
Prospera Financial Services
Texas
$227K -$258K 1 0.05% Reduced
1990
Choreo LLC
Choreo LLC
Illinois
$226K +$310 1 0.05% Increased
1991
PHK
Point72 Hong Kong
Hong Kong
$224K +$85.7K 7 0.74% Increased
1992
Elliott Management
Elliott Management
New York
$223K +$238K 1 0% New
1993
LCM
Lucas Capital Management
New Jersey
$223K $0 1 0.14% Maintained
1994
Colony Group
Colony Group
Massachusetts
$222K -$149K 4 0.02% Reduced
1995
EP
Edinburgh Partners
United Kingdom
$222K +$207K 1 0.02% New
1996
CIS
Connors Investor Services
Pennsylvania
$221K $0 1 0.04% Maintained
1997
MCM
MV Capital Management
Maryland
$221K +$70.3K 3 0.09% Increased
1998
SIA
Starfire Investment Advisers
Michigan
$221K $0 1 0.15% Maintained
1999
Gratus Capital
Gratus Capital
Georgia
$220K -$15.5K 1 0.05% Reduced
2000
Capital Analysts LLC
Capital Analysts LLC
Pennsylvania
$218K +$28.2K 4 0.04% Increased